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Portus Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Portus Wealth Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$709K Sell
16,712
-158
-0.9% -$6.7K 0.58% 35
2026
Q1 		$714K Buy
16,870
+722
+4% +$30.8K 0.67% 32
2025
Q4 		$692K Sell
16,148
-225
-1% -$9.66K 0.65% 34
2025
Q3 		$709K Buy
+16,373
New +$705K 0.71% 34

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Portus Wealth Advisors's SHYG Position: Q2 2026 in Review

Portus Wealth Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.94% in Q2 2026, selling an estimated $6.7K and leaving 16,712 shares worth $709K. The position accounts for 0.58% of the portfolio, ranked #35.

Portus Wealth Advisors first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $714K in Q1 2026. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Portus Wealth Advisors held 16,712 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $709K as of Q2 2026.
  • Portus Wealth Advisors sold 158 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.7K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.58% of Portus Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Portus Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Portus Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $714K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.